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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock


Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Government Securities

Variable Annuities

Financial Planning*

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Funding Strategies

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Term Life Insurance

Permanent Life Insurance

Fixed Annuities

Fixed Index Annuities

Hybrid Policies

Long-Term-Care Insurance

Group Benefits

Property + Casualty Insurance**



Recreational Vehicles



Buy / Sell

* Investment Advisory Services can only be offered by Investment Advisor Representatives of MML Investors Services, LLC.

** Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with  MML Investors Services, LLC.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  540-471-7778